Nathalie Bérubé

Conseillère principale en gestion de patrimoine
Service Signature Kamouraska et Chaudière-Appalaches

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)
Responsible Investment Advisor Certification (RIAC)
Services Offered in RI
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Small business planning
  • Financial planning
  • Will & Estate planning
Minimum Account Size

$100,000+

$100,000+

Investor Type Dealt With

Individual

Institutional

Individual

Institutional

Type of License

IIROC

IIROC

Provinces Licensed In
  • Quebec
  • Quebec